Bootione.9 Nov 2015 19:59
No axe to grind? Pull the other one please.
I had read the PLE & 3LEG RNS can't see one for PEBI though.
Yes his record is sketch but he does hold some tremendous successes.
NAV is also not the tool I would use to value early stage tech investments, what's the NAV of TERN at present, yes slightly to say the least above its mcap, what's the NAV of Concha, I need not go on.
If you think Mellon will produce a vehicle in KUL that he is renaming after the investment book he co wrote ( fast forward) to be a failure for its investors then that is your call.
However I think he's getting into the right sectors at the right time and he holds the right connections to further develop,
Hardly think he will have gone go the efforts of bringing these assets on board to then dilute at the NAV previous to such.
Four posts all on KUL since your account got created, are you one of those special people who just decide to pick a random share and warn people away from such or do you have an agenda or possible axe to grind.
I would rather follow someone in sycophant way whose achieved a great deal in his life than a no make with four posts on lse.co.uk.